环旭电子(601231)2023符合预期，1Q24产品结构优化表现亮眼

中金公司04-25

2023业绩符合我们预期，1Q24业绩超出我们预期环旭电子公布2023年业绩：营业收入607.92亿元，同比下降11%，归母净利润19.48亿元，同比下降36%，与此前业绩快报一致，符合我们预期。对应4Q23单季度，环旭实现营业收入177.35亿元，同比下降7%，归母净利润5.55亿元，同比下降38%。同时，环旭电子发布1Q24业绩，实现营业收入134.92亿元，同比4%，归母净利润3.35亿元...

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